Just a couple of minor points: 1. Dilution. You took the Monday...

  1. 248 Posts.
    Just a couple of minor points:

    1. Dilution. You took the Monday closing price of 27c to estimate approx. 1cps drop in share price from dilution. Yet the (alleged) offer price of 23c was determined from the most recent 5-day weighted-average price, which was close to 29cps. Using that higher figure, the price per share (using your calculation) after the raise should, in fact, be about 27c.

    2. TK. You mentioned that TK intends to consume most of its 20k tonnes of graphite in its own operations, even though it was purchased by its trading arm, ostensibly for sale in several countries outside Germany. This was new to me, but I understand your additional point about that being important in attracting the German government guarantee. Does this mean, however, that TK (or other traders) might be interested in much more KNL product for selling into the countries that were originally identified as the destinations for the TK off-take?

    Thanks for the (thorough) heads-up on what to expect in the announcement when it comes.

 
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Last
26.0¢
Change
0.000(0.00%)
Mkt cap ! $118.0M
Open High Low Value Volume
25.5¢ 26.0¢ 25.0¢ $84.71K 333.1K

Buyers (Bids)

No. Vol. Price($)
1 35947 25.0¢
 

Sellers (Offers)

Price($) Vol. No.
26.5¢ 13631 3
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Last trade - 16.10pm 10/07/2025 (20 minute delay) ?
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